Create a client invoice draft from your campaign report
Send a campaign report with the client and agreed billing details. Notis prepares a draft invoice in Altoviz for your review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
After preparing campaign reporting, you still have to switch tools and re-enter the client, work summary and agreed charges into an invoice.
- Reduce duplicate entry after preparing a client report.
- Keep invoice details tied to the reported campaign work.
- Review the draft in Altoviz before finalizing it.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Altoviz once in Notis.
- 2Create an automation from any channel or in Automations, New Automation in the portal.
- 3Tell Notis to use the supplied client, agreed charges, and campaign report to create a draft invoice in Altoviz, and to ask for missing billing details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real campaign report and review the draft invoice in Altoviz.
Questions about this workflow
Does Adyntel provide the invoice amount?
Not necessarily. Include the agreed fees or billing terms in the webhook request. Notis should not infer a charge from ad performance or competitor data.
Will the invoice be finalized automatically?
The Altoviz action creates a draft sale invoice. Review it and finalize it in Altoviz when it is correct.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Altoviz. A trigger fires from one place; an action lands in another.
Adyntel triggers
Altoviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Product
Creates a new product.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact record.
Delete Product
Permanently deletes an existing product.
Create Customer
Create a customer record for a company or an individual.
Find Contact by Email
Finds a contact by email address.
Create Customer Family
Create a customer family to group and organize customers.
Find Customer by Email
Finds a customer by email address.
Find Product by Number
Finds a product by its product number.
Connect any two apps with Notis in the middle.
Adyntel and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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